Meta Platforms (NASDAQ:META) Earns Buy Rating from Rosenblatt Securities

Meta Platforms (NASDAQ:META)‘s stock had its “buy” rating reissued by research analysts at Rosenblatt Securities in a research note issued on Tuesday, Benzinga reports. They currently have a $886.00 target price on the social networking company’s stock. Rosenblatt Securities’ price target indicates a potential upside of 19.25% from the stock’s current price.

Several other brokerages also recently commented on META. JPMorgan Chase & Co. lifted their target price on shares of Meta Platforms from $820.00 to $920.00 and gave the stock an “overweight” rating in a report on Thursday, September 24th. Monness Crespi & Hardt upped their price target on shares of Meta Platforms from $730.00 to $830.00 and gave the company a “buy” rating in a report on Monday, September 28th. New Street Research lowered their price target on Meta Platforms from $730.00 to $700.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. BMO Capital Markets dropped their price objective on Meta Platforms from $720.00 to $580.00 and set a “market perform” rating on the stock in a research note on Thursday, July 30th. Finally, Bank of America reiterated a “buy” rating and issued a $810.00 price objective on shares of Meta Platforms in a research note on Tuesday, September 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $796.12.

Meta Platforms Trading Up 3.4%

Shares of META stock opened at $742.96 on Tuesday. Meta Platforms has a 12 month low of $520.26 and a 12 month high of $779.82. The company has a market cap of $1.89 trillion, a PE ratio of 27.98, a price-to-earnings-growth ratio of 1.25 and a beta of 1.19. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The business’s 50 day moving average is $644.04 and its two-hundred day moving average is $621.26.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The firm had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%. Meta Platforms’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.14 earnings per share. Equities analysts predict that Meta Platforms will post 27.94 EPS for the current year.

Insider Activity

In other news, CEO Mark Zuckerberg sold 27,474 shares of the business’s stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the company’s stock in a transaction on Monday, September 21st. The shares were sold at an average price of $712.76, for a total value of $28,510,400.00. Following the completion of the transaction, the insider owned 184,516 shares of the company’s stock, valued at $131,515,624.16. The trade was a 17.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 148,222 shares of company stock valued at $101,033,627. Corporate insiders own 13.53% of the company’s stock.

Institutional Investors Weigh In On Meta Platforms

Institutional investors have recently bought and sold shares of the business. Fermata Advisors LLC increased its holdings in Meta Platforms by 9.2% in the 3rd quarter. Fermata Advisors LLC now owns 2,325 shares of the social networking company’s stock valued at $1,686,000 after buying an additional 195 shares during the period. NorthCrest Asset Manangement LLC raised its stake in shares of Meta Platforms by 24.9% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 63,764 shares of the social networking company’s stock valued at $45,967,000 after buying an additional 12,730 shares in the last quarter. DWR Wealth Management LLC lifted its holdings in shares of Meta Platforms by 13.1% during the 3rd quarter. DWR Wealth Management LLC now owns 597 shares of the social networking company’s stock worth $441,000 after acquiring an additional 69 shares during the period. Haven Capital Group Inc. lifted its holdings in shares of Meta Platforms by 3.5% during the 3rd quarter. Haven Capital Group Inc. now owns 3,523 shares of the social networking company’s stock worth $2,555,000 after acquiring an additional 118 shares during the period. Finally, Integrated Financial Solutions Inc. boosted its position in shares of Meta Platforms by 1.8% during the 3rd quarter. Integrated Financial Solutions Inc. now owns 4,732 shares of the social networking company’s stock valued at $3,432,000 after acquiring an additional 82 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Trending Headlines about Meta Platforms

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Meta unveiled Muse Wonder and Muse Wonder Full, its first frontier AI models, which the company says are competitive with leading offerings from OpenAI and Anthropic. The models are designed to improve Muse’s ability to handle workplace and multi-step tasks. Meta releases Muse Wonder AI models to challenge Anthropic and OpenAI
• Positive Sentiment: Independent app-intelligence data showed early Muse user-retention rates rivaling ChatGPT, strengthening the case that Meta’s AI investments could create a significant new consumer and subscription business. Meta is charging $20 or $100 per month for access to premium models. Why Meta Stock Is Up Today
• Positive Sentiment: Analysts broadly raised or reaffirmed bullish views following the AI launch, adding investor confidence in Meta’s long-term growth potential. Analysts update Meta stock price for the next 12 months
• Neutral Sentiment: Meta will release third-quarter 2026 results after the market closes on October 21. Investors will look for advertising growth, AI-related spending and management’s outlook. Meta to Announce Third Quarter 2026 Results
• Negative Sentiment: The AI push carries significant execution and financial risk. Zuckerberg said Meta considered spending as much as $200 billion before knowing whether its models would succeed, while the company is also building a massive data-center footprint. Meta was prepared to write an up to $200 billion AI check
• Negative Sentiment: Muse’s global download growth has slowed, making retention and willingness to pay important tests for monetization. Cantor Fitzgerald also reduced its price target from $860 to $840, despite maintaining an overweight rating. Meta Says New AI Model Is State-of-the-Art

Meta Platforms Company Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.